Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Irving is a financial advisor with over 10 years of experience in the industry. He is currently registered with Osaic Wealth, Inc. as a Registered Representative and Investment Advisor Representative. David is licensed in Connecticut and New York and holds the Series 7, Series 24, Series 30, Series 31, and Series 66 licenses. David has previously worked at AMUNDI PIONEER DISTRIBUTOR, INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. David has a broad range of experience working with individuals, corporations, pension and profit-sharing plans, and charitable organizations. He specializes in providing financial planning, portfolio management, and pension consulting. David is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
NY
10/11/2024 - Present
Osaic Wealth, Inc. (SMITHTOWN NY)
MA
08/05/2013 - 12/23/2020
AMUNDI PIONEER DISTRIBUTOR, INC. (BOSTON MA)
MA
12/16/2011 - 03/05/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WELLESLEY HILLS MA)
MA
07/16/2009 - 12/06/2011
CANTELLA & CO., INC. (MALDEN MA)
BOTH
Issued 12/28/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/18/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/22/2010
Series 30 - NFA Branch Manager Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 07/15/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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